Parents – Did You Miss This Goal for 2015?

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This post today is written by Darlynn Morgan of Morgan Law Group, an OC estate planning lawyer.

OC Estate Planning Lawyer

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One HUGE Financial Resolution You Likely Missed For 2015

It’s a new year, which means like most parents, you’ve probably made a handful of resolutions to improve your life or set your family on a better course in 2015.

Perhaps you’re shooting for less TV time for the kids… or maybe a family-wide goal to eat healthier snacks.  In the area of finances, maybe you’ve resolved to get out of debt, take a fabulous vacation or use your money to benefit more charities making a difference in the local community or the world.

These are all great resolutions…but I can pretty much guarantee that there is still one important goal for 2015 that you missed…

…estate planning!

Did you know that setting your legal affairs in order is one of the most important things you can do to ensure your family, wishes and assets are protected if something unexpectedly happens to you and/or your spouse?

 So…Why Are You Putting It Off?

As a lawyer, it frightens me that 70% (!) of parents have not named guardians who could raise their kids if something happens to mom or dad and 55% of adults do not have basic planning documents in place such as a will or trust!

Now, I’m a mom of two young kids, too…and I realize that planning for death and incapacity is no fun. But, sticking your fingers in your ears or burying your head in the sand won’t make the need for estate planning magically go away, either.

That’s because the government already has an “estate plan” for your family that your loved ones will be stuck with if you fail to create your own!

The details and reality are pretty depressing and scary, but here is the GOOD news: creating your own plan, where you have a say in what happens in your family’s future is EASY!  With just a few simple estate planning documents, you can take back control and get empowered.

What an Estate Plan Does for Your Family

1. Allows YOU to handpick legal guardians who can raise your kids if the unthinkable happens

2. Appoints someone YOU trust to make medical or financial decisions if you are disabled, incapacitated or otherwise unable to speak for yourself

3. Shields YOUR assets from creditors, predators, divorce and lawsuits

4. Puts “speedbumps” around YOUR child’s inheritance so they don’t receive a lump sum of money before they are mature enough to handle it

5. Makes sure YOUR family is prepared for life without you

The Time To Plan Is Now

MLG Early 2015 is the time to think about these crucial issues and how they may relate to your own estate strategy. Don’t put planning off for another month or year…make it your New Year’s resolution today!

To help you get the ball rolling, I’d like to invite you to join me for a FREE Kids Protection Workshop this month at Pallette Station on January 24th, 2015 at 10am or My Gym-Tustin on the same day at 1:00pm.

Bring the kids to play and have fun with adult supervision while you are in the same room, learning everything you need to know about estate planning and protecting the people you love.  What could be better or easier than that?   Here’s what you’ll discover at our Workshops:

1. How to choose the RIGHT Guardians for your kids

2. How to keep your family out of probate (which is long, expensive, public and does not pass your assets in a responsible way!)

3. How to prevent a court from having to supervise your children’s inheritance and handing them money at 18!

4. How to leave your loved ones a gift far greater than all the money in the world if the unthinkable happens

5. Why naming guardians is just not enough to keep your children from spending time in foster care

It’s free, easy and fun!  If you have minor kids, you won’t want to miss it! To view all of the details and register now at no-charge, simply visit  www.KidsProtectionWorkshop.com.  Don’t forget about your friends and loved ones…they have families they need to protect, too!  Share this information and help them out.

Happy New Year!

-Darlynn

P.S.  If you belong to a moms club or group in need of a speaker in 2015, consider a workshop on naming guardians for minor kids and/or estate planning!  This is information every adult should have in their parenting arsenal.  Email amy @ morganlawgroup.com to schedule a workshop with a Morgan Law Group attorney!

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Educate Yourself on Estate Planning (For Free)

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MLGSeptemberEvent Sponsor

Through the years I have written about the free estate planning workshops Darylnn Morgan, of Morgan Law Group, hosts throughout the year for Orange County families to learn more about estate planning and naming guardians for their children.

A free Kids Protection Workshop is coming up later this month and I wanted to share the information, along with a recent reader testimonial.

What You Will Learn at the Workshop

1. Nine simple things you can do immediately to ensure your children are cared for by the people you want if something should happen to you.

2. Common mistakes parents make that may allow the police to take their minor children out of their house and into foster care (even if family members are willing to help) should something happen to you if the right legal documents are not in place.

3. Six common mistakes parents make when naming guardians, and how to correct those if you have made one.

4. How to ensure your money is immediately available to your chosen guardians so your children are taken care of.

5. How to ensure your current will, trust or other estate planning documents won’t fail when your family needs them most.

A Reader Testimonial 

I recently I received this email from one of my readers and had to share it with you.

“Hi Jennifer,

My name is Carolyn and I wanted to let you know that I read pretty much every blog post and I have you to thank for introducing me to Darlynn at the Morgan Law Group.  I am so grateful to have met her and to do business with her.

My husband and I have 3 small children and had a “will”, however, it was nothing too formal or special.  

After reading some posts and trying to tune into some teleconferences with Darlynn Morgan, I decided I wanted to take the next step in our Estate Planning.

My husband and I did and we went to see Darlynn thanks to your blog and I am so grateful to you for bringing her services to my attention.  There were so many things I hadn’t even thought to plan for.

I figured guardianship was enough and it isn’t.

I just can’t say enough positive things.

I have such peace of mind knowing that my kids are all set! So, thank you!!! I hope to cross paths with you some day soon! In the meantime, keep doing what you’re doing, as I think it’s awesome!” 

Educate Yourself at the Next Free Kids Protection Workshop 

Register to attend the next Free Kids Protection Workshop coming up on September 20th! Space is limited, so make sure to sign up in advance by registering on the www.KidsProtectionWorkshop.com website or by calling 949-260-1400.

Kids are welcome to come and play while you listen to the workshop.

Saturday, September 20th, 2014 at 10am

We Play Loud in the Kai Party Room

24350 Swartz Dr., Lake Forest

Again, registration is required!

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